Tax Resolution Client Success Specialist

Priority Tax Relief; Spokane (WA); Sur place; USD 28 000 - 32 000; Plein temps

Résumé du poste

Priority Tax Relief in Spokane, WA is seeking a Client Success & Resolution Specialist who will bridge clients, in-house attorneys, and the Client Services team. You will handle elevated client situations, align expectations with tax options, and navigate IRS notices with meticulous documentation.

The role emphasizes composure under pressure, creative problem solving, and collaboration with counsel to drive timely resolutions.

Qualifications

• 1–2 years in customer service, client account management, or support within legal, financial, or high-volume call environments.
• Bachelor’s degree preferred; Associate’s degree considered with strong experience.
• Strong communication and de-escalation skills in high-stress situations.
• Excellent documentation practices and CRM/data entry accuracy.
• Willingness to commute or relocate to Spokane, WA 99224.

Responsabilités

• Collaborate with legal counsel and case specialists to align on strategy.
• De-escalate client concerns and manage high-stakes communications.
• Maintain audit-ready CRM records detailing interactions and decisions.
• Set clear client expectations and guide through IRS processes.
• Adapt to changing tax strategies and deadlines.

Connaissances

Customer service

Account management

Communication skills

Documentation

Problem solving

De-escalation

Formation

Bachelor’s degree

Associate’s degree in Business/Finance/Legal Studies

Outils

CRM software

Database systems

Description du poste

Priority Tax Relief in Spokane, WA is seeking a Client Success & Resolution Specialist who will bridge clients, in-house attorneys, and the Client Services team. You will handle elevated client situations, align expectations with tax options, and navigate IRS notices with meticulous documentation.

The role emphasizes composure under pressure, creative problem solving, and collaboration with counsel to drive timely resolutions.